Fund HoldingsTrueblood Wealth Management, LLC

Total Portfolio Value
$286.47M
Total Bought
$34.25M
Total Sold
$17.72M
Net Transaction
+$16.53M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
CATERPILLAR INC(CAT)5,5955,559-363,9645,9202.07%+1,956
APPLE INC(AAPL)34,27834,596+3188,70010,0113.49%+1,311
JPMORGAN CHASE & CO(JPM)41,13240,888-24412,09913,3844.67%+1,285
CAPITAL GROUP GBL GROWTH EQT
SHS CREAT UNIT
95,23399,349+4,1163,1784,2051.47%+1,028
NVIDIA CORPORATION(NVDA)23,41625,372+1,9564,0845,0771.77%+993
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
167,972174,899+6,9274,2925,1421.79%+850
TAIWAN SEMICONDUCTOR MANUFAC(TSM)5,8135,851+381,9642,7940.98%+830
MARVELL TECHNOLOGY INC(MRVL)4,1444,139-54101,2330.43%+822
AMPHENOL CORP14,78315,040+2571,8682,6520.93%+784
ANALOG DEVICES INC(ADI)8,2038,499+2962,6103,3761.18%+766
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
24,04425,273+1,2294,6155,3771.88%+763
BROADCOM INC(AVGO)5,7036,539+8361,7652,4700.86%+705
ADVANCED MICRO DEVICES INC(AMD)3,9532,441-1,5128041,4180.49%+614
VANGUARD INDEX FDS4,3424,637+2952,5943,1851.11%+591
TEXAS INSTRS INC(TXN)01,927+1,92705740.20%+574
CISCO SYS INC(CSCO)8,41510,403+1,9886531,2220.43%+569
KLA CORP(KLAC)5354,357+3,8227871,3150.46%+527
CAPITAL GROUP CORE EQUITY ET
SHS CREAT UNIT
64,50066,958+2,4582,4782,9781.04%+500
CUMMINS INC(CMI)2,7102,743+331,4581,9560.68%+498
PALO ALTO NETWORKS INC(PANW)2,7212,726+54369300.32%+493
CINCINNATI FINL CORP(CINF)17,71217,715+32,7873,2801.14%+493
CROWDSTRIKE HLDGS INC(CRWD)1,4561,390-665681,0610.37%+492
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
47,67150,521+2,8501,9162,3850.83%+469
ISHARES TR
MSCI USA MMENTM
3,7363,981+2458971,3650.48%+468
MICRON TECHNOLOGY INC(MU)634581-532146710.23%+456
ALPHABET INC(GOOG)6,0706,158+881,7462,2010.77%+455
INTEL CORP(INTC)4,9064,781-1252176680.23%+451
FIRST TR EXCHANGE TRADED FD
SMID RISNG ETF
95,38197,335+1,9543,7614,1991.47%+438
ISHARES INC
CORE MSCI EMKT
23,04524,668+1,6231,6072,0430.71%+436
FIRST TR EXCHANGE TRADED FD
DORSEY WRT 5 ETF
25,45226,013+5611,5381,9740.69%+436
GOLDMAN SACHS GROUP INC(GS)2,2852,328+431,9332,3540.82%+421
REDDIT INC(RDDT)02,247+2,24703900.14%+390
VANECK ETF TRUST
SEMICONDUCTR ETF
1,4031,40305389200.32%+382
QUALCOMM INC(QCOM)6,5206,454-668401,1930.42%+353
ABBVIE INC(ABBV)9,6199,700+812,0922,4410.85%+349
ISHARES TR19,48121,384+1,9031,3161,6490.58%+333
FERGUSON ENTERPRISES INC(FERG)01,394+1,39403310.12%+331
SOFI TECHNOLOGIES INC(SOFI)14,09030,520+16,4302245470.19%+323
CAPITAL GROUP INTL FOCUS EQT
SHS CREAT UNIT
59,02159,600+5791,7412,0630.72%+323
ISHARES TR
CORE MSCI EAFE
20,96022,987+2,0271,8982,2200.77%+323
FIRST TR EXCHANGE TRADED FD
NASDAQ BUYWRITE
53,90863,048+9,1401,0741,3930.49%+319
MACOM TECH SOLUTIONS HLDGS I(MTSI)2,0002,00004447610.27%+317
ALPHABET INC(GOOG)4,5834,605+221,3151,6270.57%+312
WELLTOWER INC(WELL)8,2708,513+2431,6351,9320.67%+297
MORGAN STANLEY(MS)4,5624,990+4287511,0430.36%+292
DONALDSON INC(DCI)03,206+3,20602880.10%+288
SPDR SERIES TRUST
ST STR SP600SM C
19,02319,071+481,7992,0810.73%+282
FIRST TR EXCHANGE-TRADED FD0841+84102810.10%+281
JABIL INC(JBL)2,4932,435-586629390.33%+277
ISHARES TR7,3757,985+6109171,1840.41%+267
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
39,81639,614-2021,6941,9520.68%+258
TESLA INC(TSLA)2,1222,488+3667891,0460.37%+258
TERADYNE INC(TER)0521+52102520.09%+252
CARRIER GLOBAL CORPORATION(CARR)13,97213,997+257871,0270.36%+240
CORTEVA INC(CTVA)3,9866,743+2,7573345710.20%+237
FIRST TR EXCHANGE TRADED FD
DORSEY WRIGHT
95,78298,678+2,8962,4202,6580.93%+237
ZSCALER INC(ZS)01,670+1,67002360.08%+236
SPDR SERIES TRUST
ST STR SP600GRWO
01,966+1,96602340.08%+234
FIRST TR EXCHANGE-TRADED ALP
COM SHS
40,95841,476+5183,7834,0151.40%+232
WW GRAINGER INC(GWW)624670+466819110.32%+230
ELEVANCE HEALTH INC FORMERLY(ELV)2,3822,397+156979270.32%+230
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT INDS
3,3023,341+396428710.30%+229
UNITEDHEALTH GROUP INC(UNH)1,4691,499+303976230.22%+226
AMRIZE LTD(AMRZ)04,226+4,22602250.08%+225
AMAZON COM INC(AMZN)9,1268,917-2091,9012,1250.74%+225
ELI LILLY & CO(LLY)833825-87669890.35%+223
APPLIED MATLS INC0308+30802220.08%+222
AXON ENTERPRISE INC(AXON)0395+39502210.08%+221
SYSCO CORP(SYY)02,640+2,64002210.08%+221
FIRST TR EXCHANGE-TRADED FD
FT VEST SMID
56,09662,256+6,1601,2171,4370.50%+220
VANGUARD INDEX FDS3,96516,800+12,8351,1391,3540.47%+215
QUANTA SVCS INC1,2151,224+96678810.31%+214
FIRST TR EXCHANGE-TRADED FD
DJ GLBL DIVID
100,398106,896+6,4983,2063,4201.19%+214
CHIPOTLE MEXICAN GRILL INC(CMG)06,160+6,16002090.07%+209
CAPITAL GROUP DIVIDEND GROWE
SHS ETF
61,20864,157+2,9492,1972,4070.84%+209
FIRST TR EXCHANGE-TRADED FD0840+84002080.07%+208
CAPITAL GROUP INTERNATIONAL
SHS
53,18854,565+1,3771,7992,0070.70%+208
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
9,3279,311-161,0331,2410.43%+207
VISA INC(V)5,4435,396-471,6451,8510.65%+206
ROCKWELL AUTOMATION INC(ROK)1,4561,45605237210.25%+198
SNAP ON INC(SNA)4,6944,728+341,7051,9020.66%+197
MARATHON PETE CORP(MPC)5,8736,380+5071,4341,6310.57%+197
MICROSOFT CORP(MSFT)14,49714,875+3785,3675,5491.94%+182
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
25,12127,796+2,6751,2241,4040.49%+180
NU HLDGS LTD(NU)012,931+12,93101730.06%+173
CASEYS GEN STORES INC(CASY)2,5612,563+21,8642,0370.71%+173
VANGUARD STAR FDS16,14316,567+4241,2451,4160.49%+172
LANTHEUS HLDGS INC(LNTH)11,0439,087-1,9568381,0080.35%+171
FARMERS NATIONAL BANC CORP(FMNB)011,638+11,63801700.06%+170
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
13,31213,291-219091,0770.38%+168
LINDE PLC(LIN)4,4874,610+1232,2242,3920.84%+168
EATON CORP PLC(ETN)1,7991,887+886438040.28%+161
CITIGROUP INC(C)5,4725,495+236217690.27%+149
VANGUARD SPECIALIZED FUNDS5,0075,147+1401,0771,2180.43%+141
FIRST TR EXCHANGE TRADED FD
DORSEY WRIGHT
15,68615,68605466870.24%+141
AMERICAN EXPRESS CO(AXP)3,9473,941-61,1941,3330.47%+139
PROSHARES TR
RUSS 2000 DIVD
15,52915,610+811,0681,2020.42%+134
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT TECH
2,6132,638+252263600.13%+134
ATMOS ENERGY CORP(ATO)1,4042,204+8002593800.13%+120
INTERNATIONAL BUSINESS MACHS(IBM)4,0593,922-1379841,1030.38%+119
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Trueblood Wealth Management, LLC — 13F Holdings — Q2 2026 | TickerTrail